Complete Functionality Overview

Register and manage your RMAs (Return Merchandise Authorizations) and RTVs (Return to Vendor) from a single central location, and automatically generate relevant documents such as sales return orders, purchase return orders, and related credit memos.

By using problem and solution codes, you can define the type of RMA or RTV and the expected resolution. You can also create actions and assign them to relevant users, establishing a clear and controlled management point for the entire process.

In addition, you can easily register vendor complaints and initiate the necessary follow-up activities. Add comments that can be made visible or invisible to the vendor as needed.

Key features

• Complete overview of all RMA and RTV requests and the related purchase and sales documents that are generated automatically

• Use of problem and solution codes for correct registration and management of RMA and RTV processes

• Easy creation of actions and assignment to relevant users

• Fast creation or linking of the correct actions and documents

• Option to attach important information, agreements, and documents to each RMA or RTV case

• Support for serial and lot tracking when required for the item

• Efficient registration of vendor complaints via predefined process flows

• Send emails directly from the complaint case

• Reporting based on problem and solution codes

Gain optimal support for the international logistics process, where both goods transport and traceability are registered efficiently. Make use of tools for optimal container loading.

Key features

• Manage international shipments efficiently, register traceability of received goods, and ensure correct inventory levels at the right time

• Support for multiple transport modes and carriers

• Link purchase orders to transport units (containers, pallets, packages) via an intuitive wizard or directly from the order

• Optimize container loading and receive automatic notifications when capacity is exceeded

• Get direct insight into the loading plan and automatically include the minimum requirements for the transport unit

• Manage all relevant documents from one place, including CMR

• Define international trade terms using relevant Incoterms

• Post prepayments related to container transport

Extend the standard workflow with user-defined statuses that go beyond the standard functionality in Business Central.

With your own statuses, you can precisely control which checks or actions must be carried out when a status changes – supported by relevant permissions. The required control points can also be defined through targeted filtering and setup.

Key features

• Can be used for items, customers, vendors, and sales and purchase documents

• Perform automatic checks when statuses change

• Receive clear messages when a document does not meet the defined conditions

• Integrate actions directly into the workflow process, for example:

  • Release or approve documents

  • Post, print, or send documents automatically by email

  • Generate logistics documents such as pick lists and delivery notes

  • Automatically create new sales quotes or sales orders

  • Perform checks on items, customers, or vendors in the relevant workflow steps

  • Validate campaigns and ensure they are applied correctly in sales documents

Enhance the standard Business Central solution with extended functionality and make everyday work easier for users when posting documents and navigating in the system.

Key features

• Replace document dates with the work date

• Use sales accounts directly in sales documents and purchase accounts in purchase documents

• Prepare proposals for fixed costs based on actual or average purchase price

• Use automatic and varying VAT setups per shipping address in sales documents

• Get automatic validation of VAT registration numbers

• Register VAT registration numbers per shipping address so the correct number is automatically transferred to the Intrastat journal

Round the number of package units on purchase and sales documents so items are always purchased and/or sold in fixed units – for example boxes or pallets.

Key features

• Can be configured both at global level (purchase and sales setup) and at detailed level (item)

• Entered quantities in purchase and sales orders are automatically adjusted to the defined package unit and can be rounded up or down depending on the setup

• Supports both mandatory and optional rounding

Create barcodes for items, variants, units of measure, and combinations of variants and units. The system generates GTIN-13 and GTIN-8 barcodes, which are registered as item references.

Created barcodes are automatically validated based on relevant criteria, including length, check digit, company number, and country code. This allows you to quickly and accurately identify items ordered by a customer or purchased from a vendor via barcodes.

Key features

• Support for barcodes in both purchase and sales orders

• Generation of GTIN-13 and GTIN-8 barcodes

If you want to use barcode scanning in the warehouse, please contact us to hear more about Tasklet Factory Mobile WMS.

Manage customer- and vendor-specific comments more efficiently in your organisation. With this component, you can easily create relevant comments and define in which processes they should be shown.

This gives your employees internal insight into important agreements while enabling you to include comments on documents to customers or vendors. If the comment is linked to one or more products, this can also be configured so the relevant information is always presented at the right time.

Key features

• Management of important comments at customer and vendor level

• Ability to store significantly more text than the standard allows – over 2,000 characters

• Display of notes on sales, purchase, logistics, and finance documents

• Flexible use of comments: for internal use or for display on printed documents

• Option to link comments to both document and line level

• Link comments to specific items so they only appear when the item is included in the relevant document

Set up document templates that automatically populate selected data in both sales and purchase documents. Templates can be selected directly in the documents where they are relevant, and the automatic population saves time and reduces the risk of errors.

The document templates can be configured with a number of parameters, such as number series, payment methods, or shipping locations, so the relevant information is inserted automatically. In addition, templates can be linked to specific users so the correct data is applied in given situations – without any manual selection.

Key features

• Creation of an unlimited number of document templates

• Pre-registration of a wide range of fields, including division, branch, number series, payment method, dimensions, and shipping information

• Choose between several templates directly in the relevant document

• Link document templates to users

• Make the use of templates mandatory in specific processes so the system automatically requests a template

• Use document templates in the sales process: quotes, orders, blanket orders, invoices, credit memos, and return orders

• Use document templates in the purchase process: quotes, orders, blanket orders, invoices, credit memos, and return orders

Prepare purchase proposals in a simpler and more transparent way. Calculate purchasing requirements based on total supply and total demand in a given period and, from this, propose new purchase orders – without unnecessarily changing or cancelling existing orders. During the process, all demand is consolidated into a single requirement line per purchase, providing a clear and user-friendly overview.

You can also include both purchase and sales blanket orders in the calculation – something that Business Central does not support by default. Direct deliveries can likewise be fetched and processed directly in the same purchase proposal.

All purchase lines are also displayed per vendor. This gives you a complete overview of purchasing statistics per vendor. On a single line, you can see the total purchase amount across locations, total volume, free-freight limit, minimum order amount, and minimum order volume. A practical function also makes it possible to add items offered by the vendor that are not yet included in the proposal – allowing you to quickly reach minimum values and complete your order.

Key features

• Use of a simplified purchase proposal

• Accumulate demand into a single requirement line per branch

• Include purchase and/or sales blanket orders in the requirements calculation

• Register minimum order volume and free-freight limit per vendor

• Exclude locations from the requirements calculation as needed

• Definition of standard calculation periods

• Handle direct deliveries in the same purchase proposal

• Gain intelligent insights per vendor, including:

  • Fast assessment of how minimum order quantities and free-freight limits can be met

  • Total values per vendor across locations

  • Filtering of items per vendor

  • Ability to easily add relevant items that are not yet included in the proposal

Efficient invoice processing and flexible handling of customers with consolidated invoicing requirements and varying payment agreements are supported by this functionality, which automates the entire process of generating, posting, and sending invoices.

Create invoices as background jobs for posted sales shipments and posted return receipts. Rules can be configured and grouped in various ways, including automatic text additions. This enables you to easily consolidate shipments per invoicing customer while structuring the material by shipping address.

For each customer – or at the level of customer posting group, company posting group, or globally – you decide whether invoices should be issued per order or as consolidated invoices. You can create multiple invoicing methods, link them to the individual customer, and thereby accommodate both agreements and specific invoicing preferences.

Invoice runs are executed periodically, so nothing needs to be handled manually. Creation, posting, and sending invoices can be fully automated. You define the frequency yourself and whether the run should create, post, and/or print the documents.

Key features

• Desired invoicing method ensured through flexible configuration options:

  • Choose between 7 different collection methods

  • Group invoice lines in 5 different ways

  • Decide how the customer number should appear on the invoice (“invoice to” / “ship to”)

  • Define relevant dimensions

  • Optionally link a shipment profile to the invoicing method

• Standard invoicing methods globally, per customer, customer posting group, or company posting group

• Creation of different invoicing forms for different document types, e.g. order and return order

• Date control defines when specific invoicing forms are active

• Invoice run for quick and simple creation of the necessary documents in a given period

• Generate and print documents as needed, and decide whether the invoices should be posted immediately

• Automatic insertion of predefined texts on consolidated invoices

Keep effective control of your open quotes and automatically use the correct prices in the order process.

In sales quotes, you register agreements on items, quantities, prices, and discounts as usual. You can then convert all or part of a quote into a sales order or blanket order as needed. Any remaining quantities remain available for conversion at a later time.

An automatic notification is added to the sales order when items are added that are still included in an open sales quote with a valid expiration date. If desired, a sales quote can be manually linked to or unlinked from a sales order at any time, and the system automatically adjusts prices according to the applicable agreement.

Key features

• Creation of sales orders and sales blanket orders directly from sales quotes

• Specify in the quote which items and quantities should be converted to sales orders and which to sales blanket orders

• Enter quantities manually or use practical assistance functions for fast processing

• Order additional items within the quote period, if allowed

• Be automatically notified of open sales quotes when an item is added to a sales order

• Manually link or unlink sales quotes as needed

• Option to keep fully processed sales quotes visible in the quote overview

Gain full control over your report and document layouts by managing and tailoring layouts yourself for different report definitions and linking them to the relevant templates. You decide how documents should look – including handling of comments, prices, discounts, VAT specifications, and Intrastat information. Combined with optional fonts and colours, you can quickly adapt your layouts to your corporate visual identity and thereby strengthen the professional appearance of your outgoing documents.

The wide range of configuration options enables you to create multiple report templates for different layouts. For example, you can choose to print VAT specifications only on invoices and Intrastat information only on shipping documents. All standard fields already exist in several languages, but you are free to adjust or add your own translations. Everything is controlled from a single template, avoiding unnecessary duplication of layouts.

Before documents are generated, you can also adjust specific information where needed. Even though the template defines the standard settings, you can, for example, choose to exclude comments from an order confirmation in a specific case. The component gives you great flexibility in layout configuration without the need for actual customisations.

Key features

• Use standard reports for a wide range of layouts in Dynamics 365 Business Central:

  • Sales documents: Quote, order confirmation, return order confirmation

  • Financial documents: Pro forma invoice, sales invoice, sales credit memo, reminders

  • Purchase documents: Purchase quote, purchase order, order confirmation

  • Logistics documents: Shipment, warehouse shipment, storage document, pick document, movement document

• Create an unlimited number of templates

• Link your report templates to the layouts that are printed from Business Central

• Configure templates with a comprehensive range of parameters, including:

  • Method for displaying VAT – from simple views to detailed tables

  • Selection of cash discount display

  • Display or exclusion of Intrastat information and selection of detail level

  • Control of whether and how document, customer, vendor, line, and item comments are shown

  • Selection of which layout types should display comments

  • Method for price display, including discount display (amount/percentage) or use of net prices

  • Display options for item number information

  • Definition of how many item comments should be printed

  • Display of VAT per line

  • Display of bin code or container

  • Display of tracking information (lot/serial numbers)

  • Printing of linked information such as charges and extended text

  • Option to print text with font size 0

  • Display of return reasons where needed

  • Display of assembly components on the posted sales invoice

• Define the visual appearance of the layout:

  • Choose fonts and sizes for individual elements

  • Use the standard logo or upload up to four additional images

  • Define number and placement of address blocks

  • Selection of page numbering format

• Set up automatic archiving of documents after printing

• Choose automatic printing of multiple copies

• Define general comments or texts for header and footer and control the sequence via priority

• Manage translations directly in the component and define your own field captions

• For manual printing, a pop-up is shown where standard settings can be adjusted at the last minute, for example:

  • Display of assembly components

  • Display of serial and lot numbers

  • Display of line comments

  • Display of linked item information

  • Display of values equal to 0

When you sell or purchase products in units based on length, area, weight, or volume, there is often a need to handle special input units. In many cases, you want to register these special units in the sales or purchase process while ensuring that they are ultimately converted into a base logistics unit.

For example, if your customers order products in square meters, but the item is actually purchased and handled in full boxes, the system should automatically convert between units.

With Trade365, you can control this process in both sales and purchasing. You decide which input unit should be used and which logistics unit it should be converted to. In the central unit table, you also define the desired rounding rules and indicate which units should be visible as inventory units in the order process.

Key features

• Use of an additional input unit in sales and purchase processes

• Specification per item of whether an input unit should be used, allowing a distinction between sales and purchasing scenarios

• Central management of rounding rules between units

• Selection of which units are shown as inventory units in the order process

• Automatic conversion from the input unit to the base handling unit when entering orders

Gain access to a standard set of Business Central queries that can be used for integration with Power BI and visualize data from both Business Central and Trade365 in Power BI dashboards. The following data foundations can easily be included in your Power BI reports:

• Item details

• Dimension

• Purchase order, purchase invoice, or purchase credit memo details

• Sales order, sales invoice, or sales credit memo details

• Customer data with related budgets and transactions

• Opportunity information with potential and existing customers

• Vendor data with related budgets and transactions

• Sales archives

• Fixed assets

Establish integrations with other applications via web services. The GAC Integration Platform also enables you to easily set up digital message exchange with both customers and vendors.

Key features

• Configuration of digital message exchange for EDI or customer-specific files

• Sends automated notifications based on events in Business Central

• Connect2All can be added to connect your Business Central environment with third-party applications and the Power Platform

• Extendable with Transform2All for unprecedented integration options within Power Automate and Power Apps

Gain full insight into items purchased specifically (one-to-one) for a sales order via linked purchase orders, including delivery dates, lead times, and backorders. The functionality enables you to effectively handle challenges such as delayed deliveries, late goods receipts, and changed item quantities.

Key features:

• Supports direct delivery, special orders, and reserved items

• Receive notifications about changes in delivery date, lead time, and/or quantities – on both the purchasing and sales side – or let the system adjust them automatically

• Adjust shipment date in case of delayed orders

Make use of the option to add extra charges and fees to items in both purchase and sales documents. These costs can, for example, include freight or order charges and are often calculated based on total order quantity or total weight.

Key features

• Link a model to the customer and use it automatically in the sales process

• Apply a model for specific items or item categories purchased by a customer

• Order charges based on the minimum order quantity

Extend the standard functionality in Business Central so it becomes possible to receive fewer items than originally ordered on a purchase order, without adjusting the original quantity, and while maintaining transparency of vendor delivery reliability.

If you work with bulk items or small units, this component can also handle both over- and under-deliveries in sales orders, warehouse shipments, and warehouse picks. It becomes possible to receive or ship more or less than the original quantity ordered. You can configure margins that define the allowed variances.

This provides flexibility, as deviations from the ordered quantity can be registered and handled correctly.

Example: If the item card allows an over-delivery of 10% and 100 pcs are ordered, but 108 pcs are received, the system will propose updating the quantity received to 108. The original ordered quantity (100 pcs) is retained and can always be consulted. The result is that the receipt is registered with 108 pcs, while the order still shows the original order of 100 pcs.

Key features

• Handling of both over- and under-deliveries

• Receipt of quantities deviating from the ordered quantity, with the option to cancel or continue receiving remaining quantities

• Margins per item, where acceptable deviations in percentage can be defined

• Support on purchase orders, warehouse receipts, and item shipments

• Automatic adjustment of the purchase order while preserving the original quantity

• Full overview of ordered, received, and delivered quantities

Manage the item’s value by using a cost model that adds additional expenses such as handling, freight, and port charges to the cost price. This provides a more accurate picture of the actual cost. In addition, provisions can be set aside, which can later be used in the analysis of actual costs.

Key features

• Supports both standard and FIFO costing methods

• Create your own calculation models per item for full transparency in purchase margins

• Calculate a new weighted average cost (WAC) in total based on the selected calculation model

• Create the necessary accruals in the general ledger so they align with the final invoice

Gain immediate insight into sales costs and contribution margin, which are automatically posted to reserve and margin accounts. For example, you can see sales-related costs such as freight, environmental surcharges, insurance, and statutory charges per item.

Key features

• Use margin and discount models to calculate discounts and fees

• Supported in both sales quotes and sales orders

• Define your own calculation models per customer for full transparency in sales margins

• Gain extensive price information via the overview of discount and margin calculations

• Look up prices and discounts for a customer without creating a sales document and store these prices in a purchase worksheet

• Subsequently create a sales quote or sales order directly from the purchase worksheet

Enhance the standard functionality in Business Central with extended features that strengthen the integration between sales and purchasing and improve the handling of delayed deliveries, reservations, inventory replenishment, order commitments, and more.

Key features

• Standard setup for warehouse shipments

• Posting of freight costs at the first warehouse shipment

• Addition of charge lines in warehouse documents

• Prepayment invoices with fixed amount

• Overview of open sales orders (ATP report) with direct link to the delivery date on the purchase order

• Creation of combined shipments (warehouse shipment and warehouse pick)

• Overview of availability on sales orders

• Overview of all open sales orders

• Collection and management of purchase quotes

• Creation of purchase quotes directly from purchase proposals

• Automatic application of predefined settings in purchase quotes via templates

• Option to create multiple warehouse picks at the same time

• Posting of items of type Service and Non-Inventory on warehouse shipments and warehouse picks when they are included in a sales order

• Automatic item substitutions with either fully automatic substitution or pop-up confirmation; display of overview if several substitutions are possible

• Creation of document notifications per customer and/or vendor via order messages, which can be displayed in documents according to user-specific settings

Gain a quick and clear overview of your customers’ financial situation. Via three consolidated views, you gain access to all functions within debt control. You can see all open entries and all relevant information about receivables, overdue items, payment behaviour, reminders, credit information, and more. Any agreements with collection agencies can also be registered. Furthermore, several reports are available to help you identify customers with negative credit facilities and any special invoicing agreements.

Key features

• Overview of all relevant financial customer data and related documents

• Link actions to open entries, add comments, or mark an invoice as “in dispute” to avoid unnecessary reminders

• Reduce interest costs by fewer outstanding amounts, increase liquidity through faster collection, and minimise transaction costs

• Create reminders directly from the overview

• Quickly identify customers with negative credit balance

If a purchase invoice is received before the goods that are invoiced, the invoice can be registered in administration using multiple interim accounts. Later, the invoice can be matched with the corresponding receipt lines so the accounts are always fully up to date.

Key features

• Allocation of the total invoice amount across one or more VAT rates

• Option to pay an invoice before it is fully posted

• Subsequent linking of the invoice with the related item receipt

• Matching of posted invoice lines with item receipts, with any discrepancies recorded

Receive proposals for adjusting replenishment parameters based on different economic models. This gives you increased insight into item data related to inventory levels and service levels and supports the determination of optimal order levels, inventory periods, and product stocks.

The results are presented in a worksheet where they can be reviewed and adjusted as needed. Power BI can then be used to analyse the economic impact of the proposed changes. With a single click, the new replenishment parameters can be applied for all selected items.

Key features

• Use well-known formulas such as Camp’s formula/EOQ (Economic Order Quantity), percentage of order lines out of stock, and period out of stock

• Use different calculation models across items or item groups

• View calculation results in a worksheet with the option for manual adjustments

• Use Power BI to analyse the impact of the proposed replenishment parameters

• Implement the new parameters for all selected items in one operation

• Process results at item or SKU level

Gain access to a wide range of price and discount models that can propose the best price and/or discount based on a predefined priority.

Key features

• Calculation of line discount based on the selected model

• Prioritization of special prices and discounts: Standard Business Central automatically calculates the best price as the lowest allowed price combined with the highest possible discount on a given date. With this Trade365 component, this logic can be overridden, so you instead work with a predefined priority as specified in a sales price list

• Support for customer-specific purchase prices in combination with special orders

• Option to prepare item price or sales price proposals for new item prices, including the use of revaluation factors

• Easy update of sales prices directly from a price proposal

• Support for alternative units combined with base units for both purchase and sales prices, with automatic update of unit costs and unit prices in documents

• Advanced promotions, including Mix & Match and “buy one, get one free” offers

Control the entire packaging process from start to finish with advanced packaging management in Trade365. The component makes it easy to process items for shipment as packages directly from the shipment screen. You can create one or more packages and specify which carrier should be used.

You can also work with master packages, where items are first packed into smaller boxes that are then consolidated on, for example, a pallet. This provides full traceability of which items are in which packages.

Advanced packaging management is particularly valuable for companies with a dedicated packing department. It is easy to identify which packages items are shipped in, and status assignment makes it clear whether a package is ready for shipment.

With support for SSCC barcodes (Serial Shipping Container Code), you can generate and print SSCC labels according to standards. In addition, packing lists can be printed showing the complete content of both packages and master packages.

Key features

• Full control of the packaging process for outbound goods

• Create the required number of packages directly from the shipment document

• Use a matrix to distribute quantities quickly and easily into the relevant packages

• Add an unlimited number of packages to a shipment

• Consolidate packages into one or more master packages

• Generate SSCC barcodes and print SSCC labels as needed

• Print packing lists with the total content of all packages in the shipment

• Fully traceable package structure based on posted warehouse shipments

If a large share of your orders are exported abroad and you are looking for a solution to manage these transports, the Transport Management component is the right solution for your company. It provides full transparency of the transport process – from shipment until the goods are delivered to the customer.

Here you can consolidate several shipment orders into one consolidated transport order. The transport order corresponds functionally to “International Trade Delivery” in the purchasing process but focuses on the outbound goods flow from your company to the customer. You can include transfers, warehouse shipments, and purchase return orders in the transport order, assign lines to containers, and register all relevant information so documentation is always correct and complete. With standardised layouts, you can also easily generate key transport documents and follow the transport process directly in Business Central.

Key features

• Consolidation of multiple shipments into one transport order

• Registration of key transport information, including:

  • Forwarder and shipment information

  • Export and import ports

  • Container data

  • Transit times

• Use of statuses on the transport order, including validation of allowed actions in the process

• Support for warehouse shipments, transfer orders, and purchase return orders

• Registration of planned and actual departure and delivery dates

• Direct insight into statistical information on container volume and weight

• Use of standardized layouts for transport documents and customer deliveries

• Option to track the transport order via integration with VesselFinder

If you work with the sale of products containing hazardous substances, it is critical to have full control of all relevant information. With this component, you can register and manage key information about dangerous goods and their transport.

Sales orders can display which dangerous substances are included in the order so carriers are clearly informed and can handle the goods correctly.

Key features

• Register dangerous substances in a consolidated overview, including the labels that must be displayed

• Easily link dangerous substances to specific items

• Display in sales orders of which dangerous substances are included in the delivery

Companies with a shop or showroom where customers collect goods themselves often experience challenges when using an advanced ERP system at the point of sale. For employees, processing must be fast, simple, and intuitive. However, it can become complex, especially if the shop’s inventory, where employees serve customers, is connected to a bulk warehouse with, for example, full boxes of goods.

This component enables employees to handle the release of goods without the need for additional logistics documents – regardless of how the location is configured in Business Central. In addition, the correct bin is proposed automatically when items are entered. If an item only exists in one place, the location is selected automatically; if the item exists in multiple locations, for example both in the shop and in the main warehouse, a selection appears so the employee can choose the bulk warehouse if the customer needs a full box.

Key features

• Use document templates to automatically insert the correct settings in the sales order so it is processed as a cash order

• Link the template to the user so it is selected automatically

• Handle sales orders quickly and easily at the counter – without logistics documents such as picks

• Avoid manual searching for the correct bin; the system automatically proposes the relevant location

• Use the correct payment method for easy subsequent reconciliation of received amounts and paid orders

• Invoice either immediately or at a later time, depending on the customer’s preference

Get an integration with nShift that effectively helps you manage and optimise your shipping and transport costs from order entry to delivery – and ensures a smooth connection to logistics services.

Key features

• Can be used on sales and service orders, warehouse picks, and warehouse shipments

• Supports the use of different carriers and package types for managing shipping and transport costs

• Track & Trace information for continuous monitoring of shipments

• Option to allocate shipping costs to internal cost centres for better financial control

Define one or more fixed delivery days for a customer that can be applied automatically to an order. Your customers can thus receive goods on fixed, planned days. Based on the selected delivery day, the required shipment date is calculated, taking into account calendars, outbound handling time, and transport time.

Key features

• Used for sales quotes, sales orders, and sales invoices – also in combination with order commitments for ATP/CTP calculations

• Can be tailored individually for each of the customer’s shipping addresses

Use international, standardised shipping codes (EAN128) in the form of barcodes and EDI messages on pallets and containers to ensure efficient tracking and traceability throughout the entire logistics chain.

Key features

• Create SSCC numbers as both barcodes and EDI messages (product information) that can be applied to containers and pallets

• Supported in sales orders, warehouse picks, warehouse shipments, and warehouse pick/ship – with the option for integration with item tracking

Gain comprehensive control over your blanket orders. When creating new orders, the system automatically considers the period’s expiry, outstanding quantities, and whether an item is included in multiple blanket orders.

When a purchase or sales order is created with the same combination of item and vendor or item and customer, a pop-up shows relevant existing blanket orders. Depending on the setup, these can either be linked automatically or based on user choice.

Key features

• Supported in both purchase and sales orders

• Automatic application of blanket orders for specific combinations or option to let the user choose

• Automatic assignment of purchase blanket orders directly from purchase proposals

• Direct insight on the item card into outstanding and expired quantities on purchase blanket orders

Easily add a package or resource unit to an item so the system automatically creates an additional sales line for the packaging or resource unit on the order or invoice.

Key features

• Automatic handling of packaging materials in the sales process

• Also supports returnable packaging with direct insight into which packaging materials must be returned and which customers have received them

• Flexible management of inventory for returnable packaging

• Overview of returnable packaging at customers via a consolidated list of packaging materials

Register alternative units in relation to the base unit with extended functionality and define purchase and sales prices for different unit types. This component is particularly useful when the item is handled in one unit but priced in another – for example fasteners delivered in boxes of 250 pcs but priced per 100 pcs, or floor tiles sold in full boxes but priced per m².

Key features

• Supported in purchase documents, sales documents, and purchase proposals

• Option to price per alternative unit

Gain access to create customer assortment lines – predefined order lines linked to a customer. With this predefined set of items, you can create sales orders quickly and efficiently.

Key features

• Supported in both customers and sales orders

• Use assortment lines for fast creation of sales orders

• Create selection lists to control which items may be sold to an individual customer

• Can be integrated with your webshop

Get effective support in matching supply and demand with an order planning dashboard.

The system continuously monitors inbound transactions, such as purchase orders, and compares them with demand from outbound transactions, such as sales orders. When there are changes in inbound transactions – for example if a purchase order is delayed – you immediately gain insight into which sales orders can no longer be delivered on time.

Here you define the necessary actions to resolve any bottlenecks. Sales orders are then updated automatically, after which you can send a new order confirmation to the customer if needed. You can make changes both at the order and customer levels and process large data volumes in one go.

The dashboard can be tailored to your processes and used in the way that best suits your business.

Key features

• Easy and efficient matching of supply and demand

• Direct insight into new delivery options for sales orders

• Automatic calculation of the planned delivery date for an order or specific item lines

• Prioritisation of sales orders to control the delivery sequence

• Rapid resolution of bottlenecks with automatic update of quantities and/or delivery dates

• Automatic sending of updated order confirmations to customers on request

• The dashboard considers the following inbound transactions:

  • Purchase orders

  • Transfer orders

  • Assembly orders

• The dashboard considers the following outbound transactions:

  • Sales orders

  • Transfer orders

  • Assembly orders

Manage your warehouse in a smart and efficient way with Trade365’s advanced shipment proposals. The component helps you plan which warehouse shipments and pick orders should be created and gives you the flexibility to generate the right orders for warehouse staff using a range of practical parameters. From a single overview, you can see all required pick orders for sales orders, transfers, and assembly orders – and create all documents with one click.

By prioritizing customers or orders, the module automatically determines the correct allocation of available inventory. This makes it easy to process large volumes of shipment documents and assign tasks to the right employees. You can decide how available inventory should be allocated, for example based on shipment advice, shipment date, order date, or customer priority. The shipment proposal can also automatically group the documents that are to be shipped.

All created pick orders can be executed via the usual process, and with Tasklet Factory Mobile WMS, the entire warehouse process can be made paperless through warehouse scanning.

Key features

• Consolidated proposal for all pick orders

• Generation of all required warehouse shipments and pick orders with one click

• Easy adjustment of allocated inventory quantities and flexible processing of the shipment proposal – in full or in part

• Visual warnings, for example in case of insufficient inventory or when a sales order requiring full delivery risks partial delivery

• Flexible grouping of documents as needed

• Allocation of available inventory based on configurable priorities (shipment advice, shipment date, order date, and customer priority)

• Support for sales orders, transfer orders, and assembly orders

• Use of customer-specific or order-specific priorities

• Direct navigation to the underlying source documents

• Option to decide whether the assembly order’s components or the finished item should be displayed in the proposal